Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Sell
2025
Q2
$720K Sell
2025
Q1
$1.41M Buy
2024
Q4
$490K Buy
2024
Q3
$471K Buy
2024
Q2
Sell
2024
Q1
$637K Buy